SWA
SFMG Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
4,747
-2
| -0% | -$584 | 0.1% | 87 |
|
|
2025
Q1 | $1.48M | Sell |
4,749
-29
| -0.6% | -$9.06K | 0.12% | 84 |
|
|
2024
Q4 | $1.39M | Sell |
4,778
-81
| -2% | -$23.5K | 0.11% | 89 |
|
|
2024
Q3 | $1.48M | Sell |
4,859
-204
| -4% | -$62.1K | 0.12% | 76 |
|
|
2024
Q2 | $1.29M | Sell |
5,063
-169
| -3% | -$43.1K | 0.11% | 81 |
|
|
2024
Q1 | $1.48M | Buy |
5,232
+51
| +1% | +$14.4K | 0.13% | 79 |
|
|
2023
Q4 | $1.54M | Buy |
5,181
+705
| +16% | +$209K | 0.14% | 77 |
|
|
2023
Q3 | $1.18M | Sell |
4,476
-272
| -6% | -$71.6K | 0.12% | 80 |
|
|
2023
Q2 | $1.42M | Buy |
4,748
+126
| +3% | +$37.6K | 0.15% | 75 |
|
|
2023
Q1 | $1.29M | Buy |
4,622
+499
| +12% | +$140K | 0.14% | 77 |
|
|
2022
Q4 | $1.09M | Buy |
4,123
+15
| +0.4% | +$3.95K | 0.12% | 86 |
|
|
2022
Q3 | $974K | Sell |
4,108
-681
| -14% | -$161K | 0.11% | 90 |
|
|
2022
Q2 | $1.18M | Buy |
4,789
+49
| +1% | +$12.1K | 0.14% | 82 |
|
|
2022
Q1 | $1.17M | Buy |
4,740
+127
| +3% | +$31.4K | 0.12% | 89 |
|
|
2021
Q4 | $1.24M | Buy |
4,613
+1,159
| +34% | +$311K | 0.12% | 87 |
|
|
2021
Q3 | $833K | Buy |
3,454
+41
| +1% | +$9.89K | 0.09% | 99 |
|
|
2021
Q2 | $788K | Buy |
3,413
+11
| +0.3% | +$2.54K | 0.09% | 103 |
|
|
2021
Q1 | $763K | Sell |
3,402
-10
| -0.3% | -$2.24K | 0.09% | 106 |
|
|
2020
Q4 | $732K | Buy |
3,412
+42
| +1% | +$9.01K | 0.09% | 102 |
|
|
2020
Q3 | $740K | Buy |
3,370
+438
| +15% | +$96.2K | 0.1% | 85 |
|
|
2020
Q2 | $541K | Buy |
2,932
+1,018
| +53% | +$188K | 0.08% | 91 |
|
|
2020
Q1 | $316K | Buy |
1,914
+462
| +32% | +$76.3K | 0.05% | 93 |
|
|
2019
Q4 | $287K | Buy |
1,452
+377
| +35% | +$74.5K | 0.04% | 132 |
|
|
2019
Q3 | $231K | Buy |
1,075
+4
| +0.4% | +$860 | 0.03% | 136 |
|
|
2019
Q2 | $231K | Buy |
1,071
+4
| +0.4% | +$863 | 0.03% | 133 |
|
|
2019
Q1 | $203K | Buy |
+1,067
| New | +$203K | 0.03% | 141 |
|
|
2015
Q2 | – | Sell |
-2,402
| Closed | -$234K | – | 148 |
|
|
2015
Q1 | $234K | Buy |
+2,402
| New | +$234K | 0.02% | 156 |
|